Matthew Westberry is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cambridge Investment Research Advisors. Westberry is also the owner and president of Westberry Wealth Management, LLC, which provides financial planning, insurance planning, and related services. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, often incorporating third-party money managers and managing held-away employer accounts through a third-party platform.

Martha Mccurry is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding a Series 66 designation and over 21 years of industry experience. She has been with Nations Financial Group since 2004 and also operates Mccurry Industries, providing consulting and administrative services. Nations Financial Group offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives and risk tolerance through a network of investment adviser representatives.

Vernon Coates is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Berthel Fisher & Company Financial Services, Inc. Coates is also involved with Henschen & Associates, LLC, where he serves as owner and SVP of Business Development, and he sits on the board of the Seaside Lighthouse Association, a nonprofit organization supporting low-income families. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Steven Loesch is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Nations Financial Group since 2012. Outside of his advisory role, Mr. Loesch officiates high school girls volleyball games throughout Iowa and is involved as a partner or owner in several local retail and service businesses. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management strategies and financial consulting services, utilizing proprietary model portfolios combined with outside manager options tailored to client objectives and risk tolerances.

Rochelle Henry Ernberger is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Nations Financial Group since 2011. Ernberger also owns Ernberger Financial, an S-Corp, and serves as an agent offering insurance and fixed annuities through Platinum Advisory Group. Nations Financial Group provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management options, pension consulting, third-party manager programs, and employs a variety of investment strategies across in-house and external models.

Brian Wubben is a financial advisor with Principal Financial Services in Des Moines, IA. He holds a Series 66 designation and has 24 years of industry experience. He has been with Principal Securities since 2001 and Principal Life Insurance since 2000. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Casey Clark is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Princor Financial Group and Principal Life Insurance Corp since 2014. Outside of his advisory work, Casey serves as president of Sleep in Heavenly Peace, a nonprofit organization that builds beds for children who sleep on the floor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Suzanne Ford is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked with firms including Raymond James & Associates, LPL Financial, Merrill, Morgan Stanley, and Berthel, Fisher & Company Financial Services. Outside of her advisory work, she is the owner of Glitter Girl Artistry, a small Etsy-based business focused on handmade creations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Matthew Peoples is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and leading his own firms, Peoples Financial Planning and Peoples Capital Management. He is also the owner of MLP Insurance, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jane Morrow is a Series 66–licensed financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, and has eight years of industry experience. Her career includes roles at WFGIA, A. MONTAG and ASSOCIATES, and Primerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment advisor, providing a variety of investment and retirement solutions.

Jamie Yeisley is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Carson Wealth. Jamie has worked with multiple firms including Cambridge Investment Research and Cetera Advisor Networks. Outside of advising, Jamie also owns a small office cleaning business and is a commissioned notary in Iowa. Carson Wealth operates an enterprise platform with over 650 advisors managing approximately $50.6 billion, providing services such as discretionary asset management, financial planning, and retirement plan management. The firm utilizes an Investment Committee to develop model portfolios and offers customized solutions including Orion Custom Indexing and access to alternative investments.

Daniel Woessner is a financial advisor with Principal Financial Services in Solon, IA, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He is the owner of Millcreek Financial Services and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 2016. Woessner also owns an LLC used solely for tax reporting purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jon Read is a financial advisor with Carson Wealth and its affiliate CWM, LLC, holding the CFP® and ChFC® designations and the Series 66 license. He has 14 years of industry experience, including roles at TIAA-CREF and Waddell & Reed. Outside of his advisory work, Read serves as a board member for the Washington County Riverboat Foundation and acts as secretary for the West Lake View Homeowners Association. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Emily Corder is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica in various roles since 2016. Outside of her advisory work, she is involved as a Wellness Advocate with DoTerra International. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of advisory programs, emphasizing asset allocation, contribution rate, and retirement age guidance. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to deliver managed and non-discretionary advice to a broad client base.

Natalie Johnston is a Series 66 licensed advisor with Principal Financial Services in Marion, IA, where she has worked since 2019. She has seven years of industry experience, including roles at Principal Life Insurance Company and Signature Consultants LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Travis Lorenz is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he also works as an Uber driver in Ankeny, IA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Abdo is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at UFG and Northwestern Mutual. He is based in North Liberty, IA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and various portfolio management services.

Joshua Volgarino is a CFP® with 13 years of experience in financial advising. He is currently with Farther and has previously worked at Carson Wealth and Northwestern Mutual. Outside of his advisory role, he owns and manages rental properties through his business, Volgarino Rental LLC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a platform that combines algorithmic rebalancing and AI tools alongside advisor judgment. The firm’s investment approach is based on Modern Portfolio Theory and focuses on ETFs, mutual funds, individual equities, and fixed income.

Amber Paulsen is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Raymond James, Cadaret Grant & Co., Inc., and Key Investment Services LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, using proprietary and third-party model portfolios, and provides discretionary and non-discretionary management options.

Matthew Hinz is a financial advisor with Carson Wealth and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked at Northwestern Mutual Wealth Management and various other financial firms. Outside of advisory work, he provides notary services. CWM, LLC operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored investment solutions through multiple custodial and technology partnerships.